Appleton Partners’s Global X US Preferred ETF PFFD Stock Holding History

Appleton Partners’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$567K	Sell	30,355 -11,954	-28%	-$225K	0.03%	186
2026 Q1	$778K	Sell	42,309 -13,227	-24%	-$253K	0.05%	155
2025 Q4	$1.05M	Sell	55,536 -29,640	-35%	-$567K	0.07%	141
2025 Q3	$1.66M	Sell	85,176 -129,245	-60%	-$2.5M	0.11%	118
2025 Q2	$4.04M	Sell	214,421 -13,008	-6%	-$242K	0.29%	81
2025 Q1	$4.33M	Buy	227,429 +9,300	+4%	+$183K	0.33%	77
2024 Q4	$4.26M	Buy	218,129 +10,162	+5%	+$207K	0.31%	79
2024 Q3	$4.32M	Buy	207,967 +2,898	+1%	+$58.3K	0.32%	84
2024 Q2	$4.04M	Buy	205,069 +2,291	+1%	+$45K	0.31%	82
2024 Q1	$4.09M	Buy	202,778 +6,142	+3%	+$123K	0.32%	84
2023 Q4	$3.81M	Buy	196,636 +4,333	+2%	+$80.6K	0.31%	83
2023 Q3	$3.62M	Buy	192,303 +7,838	+4%	+$150K	0.32%	81
2023 Q2	$3.58M	Buy	184,465 +8,602	+5%	+$167K	0.3%	83
2023 Q1	$3.49M	Buy	175,863 +37,310	+27%	+$767K	0.31%	80
2022 Q4	$2.68M	Buy	138,553 +59,283	+75%	+$1.18M	0.25%	92
2022 Q3	$1.63M	Buy	79,270 +21,521	+37%	+$465K	0.16%	120
2022 Q2	$1.23M	Buy	+57,749	New	+$1.25M	0.12%	140

Other funds holding PFFD

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Appleton Partners's PFFD Position: Q2 2026 in Review

Appleton Partners reduced its Global X US Preferred ETF (PFFD) stake by 28% in Q2 2026, selling an estimated $225K and leaving 30,355 shares worth $567K. The position accounts for 0.03% of the portfolio, ranked #186.

Appleton Partners first reported a position in PFFD in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.33M in Q1 2025. 281 funds tracked by Wall St. Rank hold PFFD as of Q2 2026.

Appleton Partners held 30,355 shares of Global X US Preferred ETF worth $567K as of Q2 2026.
Appleton Partners sold 11,954 Global X US Preferred ETF shares in Q2 2026, an estimated $225K.
Global X US Preferred ETF made up 0.03% of Appleton Partners's portfolio in Q2 2026, its #186 holding.
Appleton Partners first reported a position in Global X US Preferred ETF in Q2 2022 and has held it in 17 quarters since.
Appleton Partners's Global X US Preferred ETF position peaked at $4.33M in Q1 2025.
281 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.